Become a Client-Focused Personal Lines Advisor at Summit in Kelowna. Guide clients through Property and Automobile Insurance choices while ensuring compliance and coverage excellence.
In this cutting-edge boutique brokerage, you will work to advise high-net-worth individuals on their personal insurance needs. Your role will involve handling quotes, renewals, and implementing improvements in client service workflows. You will also proactively manage and grow your personal lines book of business by leveraging your network.
Key Responsibilities:
• Advise clients on property and automobile coverage
• Negotiate the best pricing and coverage terms
• Process quotes and renewals efficiently




• Streamline workflows and enhance client interactions
• Maintain compliance with industry regulations
Requirements:
• Valid Level 2 insurance license required (CAIB 1, 2, 3)
• At least 2 years of personal insurance experience
• RIBO license to be obtained within 3 months
• Previous experience with affluent clients is advantageous
• Hubspot or similar systems knowledge preferred
Join Summit to deliver exceptional personal lines insurance services while building your qualified expertise.
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📌 Client Focused Personal Lines Advisor Winnipeg (Canada)
🏢 SUMMIT
📍 Canada